# Charon Shared Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/charon-shared-services-llc-814226414-504

> Charon Shared Services, LLC's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charon Shared Services, LLC

- **Sponsor EIN:** 814226414

- **Sponsor Address:** 1710 SOUTH 70TH ST, LINCOLN, NE, 68506

- **Plan Type:** 401(k)

- **Plan Number:** 504

- **Total Participants:** 393

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|393|$1.7M|$5.9M|$1.2M|

| 2023|384|$892,252|$5.0M|$1.1M|

| 2022|374|$854,706|$4.1M|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UMR, INC.|Other Service Provider|$280,865|$19,365|$300,230|

| CENTIVO T HOLDINGS, LLC|Other Service Provider|$38,016|—|$38,016|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$26,634|—|$26,634|

| GALLAGHER BENEFIT SERVICES, INC.|Other Service Provider|$10,344|—|$10,344|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $375,224

- **Estimated Expense Ratio:** 21.941% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$257,850|—|$257,850|—|—|

| 2023|$242,275|—|$242,275|—|—|

| 2022|$209,132|—|—|—|$209,132|

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